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Cloud Accounting Virtual Assistant Services

Cloud Accounting Virtual Assistant Services

Move your accounting workflows to the cloud with trained VAs who support software setup, integrations, data migration, and process automation across platforms like QuickBooks, Xero, Odoo, and cloud add-ons.

Real people.Real expertise.Real results.
See Your Savings Estimate
Active PipelineVA Live Desk
01
Xero / QuickBooks / Odoo Setup
In queueUpcoming
02
Chart of Accounts Migration
In queueUpcoming
03
Historical Data Clean-up
In queueUpcoming
Save 60%vs. in-house hiring
1/3
ISO 27001-Aligned
NDA-Protected Assistants
Dedicated VA for Your Agency
Human-Led, Automation-Supported

Tasks We Handle

Our VAs are trained on all service workflows. Here's what we can handle for your agency.

16Tasks Handled
100%Dedicated VAs

Xero / QuickBooks / Odoo Setup

Chart of Accounts Migration

Historical Data Clean-up

Third-Party App Integration

Bank Feed Connection & Mapping

Multi-Currency Configuration

User Access & Security Setup

Custom Reporting Template Build

Dext / Hubdoc Document Automation

Bill.com AP Workflow Integration

Inventory Management Sync

CRM to Accounting Sync

E-commerce Integration

Time Tracking & Billing Automation

Automated Bank Rule Creation

Real-Time Dashboard Setup

Need a custom workflow? Our VAs adapt to your agency's specific SOPs. +

How It Works

A structured, repeatable workflow your VA follows every time.

01

Stack Audit

We review your current accounting software, workflows, add-ons, data structure, and automation gaps

02

Platform Migration

We review your current accounting software, workflows, add-ons, data structure, and automation gaps

03

App Integration

We connect tools like Dext, Hubdoc, Bill.com, payment apps, CRM tools, and reporting dashboards.

04

Team Training

We create bank rules, approval flows, reporting templates, and handoff processes so your team works faster.

Workload Delegation

We Handle It.
You Focus

See exactly what tasks shift off your team — and what stays in their hands.

Software setup, configuration & technical mapping
VA
Daily business operations
Core
App integrations, bank feeds & data syncing
VA
Operational strategy
Core
Automation rules, approval flows & reporting templates
VA
Financial goal setting
Core
Troubleshooting, workflow fixes & system documentation
VA
Client relationship building
Core
50,000+

Productive Hours Logged

Structured work hours delivered and tracked

25+

Clients Supported

Businesses and professional teams served

99.9%

PLATFORM UPTIME

Reliable systems and workflow continuity

100%

Work Transparency

Clear task tracking, updates, and visibility

Software Proficiency

Your VA Knows Your Software

Our VAs are trained on the major platforms and management systems you already use.

United Alliances
ADPADP
Bill.comBill.com
CCH AxcessCCH Axcess
Drake TaxDrake Tax
GustoGusto
Intuit ProSeries TaxIntuit ProSeries Tax
Intuit QuickBooksIntuit QuickBooks
XeroXero
SEO Tool Training
Hands-on Experience
Quick Onboarding

Lower Financial Operations Costs

Save Up to 60% on Accounting Operations

Dedicated accounting support for bookkeeping, reconciliations, reporting, and AP/AR workflows - at a fraction of local hiring costs.

Local In-House Accountant

$65,000+

Salary + Taxes + Benefits + Training

UA Accounting Specialist

$22,500

Dedicated Accounting Operations Support

Annual Operational Savings

$42,500+

What our clients are saying

Discover how United Alliances is helping insurance agencies across the country optimize their operations and scale effectively.

We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.
Dan F.
Director of Sales
We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.
Michael S.
Owner / Agency Owner
We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.
Charis P.
President
After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.
Eric K.
President
We’ve been working with United Alliances for over two years now. They’ve taken a lot of routine work off our team’s plate, which gives us more time to focus on sales and clients.
Dan F.
Director of Sales
We started with a few basic tasks and, over time, became comfortable giving the team more. After working together for more than a year, it’s worked out really well.
Michael S.
Owner / Agency Owner
We’ve worked with United Alliances for quite some time now. They took the time to learn how we work, which means a lot less back-and-forth for our team.
Charis P.
President
After working with them for over a year, they’ve become a real support for our account managers. They handle a lot of the work our team doesn’t need to spend their time on.
Eric K.
President

Frequently Asked Questions

common questions about this service — answered.

Yes. Cloud accounting platforms use secure logins, permission-based access, encryption, and audit trails to help protect your financial data.

Yes. We can help move your accounting data from desktop systems into cloud platforms like QuickBooks Online, Xero, or Odoo with proper setup and review.

Yes. We can set up bank feeds, document capture tools, rules, integrations, and approval workflows to reduce manual data entry.

Yes. After setup or migration, your VA can support daily bookkeeping, reconciliations, reporting, troubleshooting, and workflow updates.

We support platforms like QuickBooks Online, Xero, Odoo, Bill.com, Dext, Hubdoc, Zapier, Stripe, PayPal, and Google Sheets.

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